-42.6%
KWEB vs AMBA
-53.5%
+10.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -2.9% |
| 7D | -1.3% | -6.4% | +5.1% | +0.3% |
| 30D | -11.5% | -26.8% | +15.3% | -4.8% |
| 3M | -2.9% | -7.6% | +4.7% | -3.9% |
| 6M | -14.6% | +21.2% | -35.8% | -23.1% |
| YTD | -25.5% | -10.4% | -15.1% | -27.9% |
| 1Y | -31.1% | -24.4% | -6.7% | -31.2% |
| 3Y | +3.0% | +6.0% | -3.0% | -14.1% |
| 5Y | -42.6% | -53.9% | +11.3% | -48.5% |
| All | -42.6% | -53.5% | +10.9% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling